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Client Manager: Wealth and Estate Services Growth

Company

Perpetual Guardian

Location

tauranga, bay of plenty

Posted

July 18, 2026

Position Overview

Perpetual Guardian in Tauranga seeks an skilled Client Manager to grow a profitable client base within the Branch Network. You will report to the Branch Manager and work closely with the Client Assistant to deliver bespoke services and technical advice in estate planning and related financial services.

The role focuses on client relationship management, proactive promotion of offerings, and robust service delivery in a dynamic, collaborative team environment.

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